A business sale affects
- Taxes
- Investments
- Estate planning
- Retirement
- Cash flow
Schedule a ConsultationBOUTIQUE WEALTH MANAGEMENT
Complexity deserves coordination.
Blackhawk Capital Partners brings planning, investment management, and professional collaboration together around one goal: helping clients make better financial decisions with greater clarity and confidence.
Your financial life doesn’t exist in separate pieces.
Important decisions overlap. Blackhawk considers those relationships together; before a choice in one area creates a problem in another.
A concentrated stock position affects
- Risk
- Taxes
- Income
- Giving
- Estate planning
One team. One coordinated strategy.
You shouldn’t have to translate advice between professionals. Blackhawk works alongside your CPA, attorney, and other advisors so every recommendation moves toward the same objective.
See How We WorkBetter decisions benefit from more than one perspective.
Our team spans generations, professional backgrounds, and areas of focus. Each situation is examined from several angles before a recommendation is made; different expertise, one coordinated strategy.
Planning
How does this decision fit the whole picture?
Investments
What should the portfolio support?
Tax
What are the implications now and later?
Estate
How does this decision affect the next generation?
Business
Where do personal and business interests meet?
Experience where complexity matters.
Examples of situations where specialized planning experience matters, and where each decision reaches into several others.
Explore Our CapabilitiesConcentrated StockRISK · TAXES · INCOME · GIVING→Business LiquidityTAXES · ESTATE · INVESTMENTS · TIMING→Cash Balance PlansRETIREMENT · TAXES · BUSINESS CASH FLOW→Direct IndexingINVESTMENTS · TAX AWARENESS · VALUES→Retirement PlanningINCOME · INVESTMENTS · TAXES · ESTATE→AnnuitiesINCOME · RISK · RETIREMENT→
Sophisticated planning for complex financial lives.
Families & Individuals →
Personal wealth planning designed around the complete financial picture.
Business Owners →
Coordinate business and personal financial decisions, from growth through transition.
Institutions →
Strategic investment and retirement-plan advisory support.
A process built around the whole picture.
- 01
Understand
Goals, priorities, assets, obligations, and existing advisor relationships.
- 02
Analyze
Identify opportunities, conflicts, risks, and planning priorities.
- 03
Coordinate
Bring the relevant professionals and strategies together.
- 04
Implement
Put recommendations into action, with every party informed.
- 05
Evolve
Adjust the strategy as circumstances change.
Experience, multiplied.
Complex decisions benefit from multiple perspectives. You work with a team,
not a single advisor.
Managing PartnerKevin B. Perlberg, CFP®
PartnerDonald (Trace) W. Tendick III, MBA, CFP®
Partner & Head of Portfolio ManagementChristopher D. Nei
Senior Vice President – Wealth AdvisorPatrick Retzer, CPA
Senior Vice President – Wealth AdvisorJay Rabins
Investments should support the plan.
Portfolios are built from your plan outward; considering tax implications, managing risk, and applying tools like direct indexing where they fit. Then managed with long-term discipline.
Explore Asset ManagementYOUR GOALS & OBLIGATIONSFINANCIAL PLANASSET ALLOCATIONPORTFOLIO IMPLEMENTATIONONGOING MANAGEMENT
Bring the pieces together.
If your financial life has become more complex, start with a conversation.